Wealth Advisor

We are seeking a seasoned Wealth Advisor with a proven ability to develop and manage high-net-worth client relationships. This role requires a demonstrated ability to attract new clients through referrals, networking, and strategic partnerships. A successful candidate will have a strong reputation in the market, deep COI relationships, and an entrepreneurial mindset.

Our client is one of the largest and fastest-growing independent wealth management firms in Houston, TX, serving high-net-worth and ultra-high-net-worth clients. Built on a foundation of excellence, thought leadership, and personalized service, the firm offers an unmatched opportunity for experienced advisors to elevate their careers through equity ownership, a differentiated platform, and a strong growth trajectory.

DUTIES & RESPONSIBILITIES

• Proactively identify and cultivate new high-net-worth client relationships through personal networks, referrals, and professional partnerships.
• Strengthen relationships with attorneys, CPAs, private equity professionals, and other centers of influence (COIs) to generate a consistent pipeline of new clients.
• Lead business development initiatives, including speaking engagements, client events, and firm-sponsored marketing efforts.
• Serve as a trusted advisor, delivering sophisticated wealth management solutions, including estate planning, tax-efficient strategies, and investment management.
• Oversee the implementation of customized financial plans and ensure exceptional client service.
• Actively monitor market trends, regulatory changes, and economic developments to provide proactive advice.
• Mentor junior advisors and support firm-wide initiatives to strengthen the team's expertise and effectiveness.
• Contribute to strategic growth initiatives, including firm leadership discussions and operational improvements.
• Represent the firm as a thought leader at industry conferences, client engagements, and networking events.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• CPWA, CFA, CFP, or similar designation preferred, or a willingness to pursue.
• 5+ years of experience in wealth management, financial planning, investment management, or a related field.
• Established book of business with a proven track record of successfully developing and retaining high-net-worth clients.
• Strong business development skills, with the ability to generate new client relationships through referrals and professional partnerships.
• Excellent leadership, mentoring, and interpersonal skills.
• FINRA Series 65, or ability to obtain within six months of hire.
• Entrepreneurial mindset with a commitment to firm growth and long-term equity participation.

COMPENSATION
Competitive compensation with the opportunity for equity ownership in one of Houston's leading independent wealth management firms.